The Transactions Dashboard
The Transactions Dashboard is your complete, searchable ledger of every individual charge in your account. It's the place to look up a specific payment, filter down to one product or processor, and see the totals for exactly the slice you're looking at.
What you'll see
The dashboard sits under Revenue in the top menu. From top to bottom, here's what's on the page.
The five summary cards
Across the top, five stat cards give you the headline numbers. Importantly, these reflect everything you've filtered to: the date range, any filters, and your search all narrow these totals down so they always match the rows below.
| Card | What it tells you |
|---|---|
| Total Transactions | How many charges match what you're currently looking at. |
| Total Revenue | The combined amount of those charges, in US dollars. This is gross revenue, not net of fees. |
| Avg Transaction | Total Revenue divided by Total Transactions, the typical size of a charge. |
| New Sales | How many of the charges are a first sale (the first charge tied to that purchase), not a recurring rebill. |
| Rebills | Everything that isn't flagged as a new sale, mostly recurring and follow-on charges. |
The Transaction List
Below the cards is the Transaction List, where each row is a single charge. The columns are:
| Column | What it shows |
|---|---|
| Date | When the payment happened, shown in your organization's timezone (for example, "Apr 6, 2026"). |
| Customer | The customer's name on top, with their email beneath. A blank name shows as "Unknown." |
| Product | The product(s) on the charge. A charge covering several products lists them separated by commas. If no product can be matched, you'll see the charge's description, or "Unknown." |
| Amount | The transaction amount in US dollars. When you're filtering by a product, this shows that product's slice of the charge, with a small "of $X" line beneath when the charge also included other products. |
| Net | What you actually keep after processor fees. Shows "—" when it isn't known. |
| Status | A colored pill: green for paid, red for refunded, gray for anything else (such as chargeback or disputed). |
| Payment Processor | Which processor handled the payment (Stripe, PayPal, or Teachable). |
| Type | "New" for a first sale, "Rebill" for everything else. |
How to use it
- Pick a time window. Use the date-range buttons in the top-right of the page. The dashboard opens on Last 12 Months by default. To see older history, switch to All Time.
- Switch organizations. Use the organization picker in the top navigation bar. The whole page updates to that organization, and your choice is remembered for next time.
- Search for a specific transaction. Type into the search box in the Transaction List header. You can search by customer name, email, or phone (these match on partial text), or paste a full charge ID, payment ID, or subscription ID (these need to match exactly). Results update a moment after you stop typing.
- Filter the list. Four dropdowns sit next to the search box:
- Status to show only Paid, Refunded, Chargeback, or Disputed.
- Type to show only New Sales or Rebills.
- Processor to limit to one payment processor.
- Product to focus on a single product (this becomes type-to-search once you have many products).
- Sort the list. Click the Date, Customer, or Amount column headers to sort. Clicking again flips between ascending and descending. The arrow on the header shows the current sort. (Product, Net, Status, Payment Processor, and Type aren't sortable.)
- Page through results. The list shows 50 transactions at a time. When there's more than one page, use the Prev and Next buttons at the bottom, and the "Showing X-Y of Z" line tells you the full count for your current filters.
Good to know
- A "transaction" is a single charge. This page works at the charge level, not at the order or product-line level, so one payment equals one row.
- Dates are when the payment actually happened, not when Data Curator imported it. Everything on the page, the filters, the sorting, and the dates you see, is based on the real event time.
- Times are shown in your organization's timezone. The date range and the displayed dates all use the timezone set for your organization (defaulting to UTC if none is set).
- Revenue is gross, not net of fees. Total Revenue and the Amount column add up the full charge amounts. The separate Net column is what's left after processor fees.
- Filtering by a product shows that product's share. On a charge that included several products, the Amount, Net, and Total Revenue reflect only the filtered product's portion. The "of $X" line under an amount is your cue that the full charge was larger because it included other products.
- "New" vs "Rebill" is about the sale, not the customer. "New" means the first charge of a purchase, and "Rebill" covers recurring and follow-on charges (plus any charge that simply hasn't been flagged as new). Read the Rebills count as "not flagged as new" rather than strictly "recurring."
- Refunds are included. Refunded charges stay in the list with a red pill, and you can filter to them with the Status dropdown. This page does not subtract refunds out of your revenue totals; it shows charges by their status.
- The Product and Processor dropdowns only list values with sales in your current date range. If a product or processor you expect is missing, widen the date range first, it may simply have had no activity in that window.
- There's no row drill-down. Clicking a transaction just highlights it; there's no detail panel or link out from here.
Need a hand?
Click the Ask Data Curator button inside Data Curator for instant answers, or reach our support team at support@datacurator.co and we'll get you running.